Personal Lines Account Manager

Posted Yesterday
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Cedar Rapids, IA, USA
Hybrid
60K-75K Annually
Mid level
Professional Services • Consulting
The Role
Manage a primarily personal-lines insurance book by servicing client requests, processing policy changes, quoting and selling coverage, conducting annual reviews, identifying cross-sell opportunities, explaining risks, and supporting claims advocacy. The role emphasizes account retention, customer relationships, accurate documentation, and collaboration with carriers and internal teams, with occasional commercial-lines support.
Summary Generated by Built In

Personal Lines Account Manager – Licensed

Location: Cedar Rapids, IA
Schedule: On-site/Hybrid | Full-Time | Monday–Friday

Pay: $60,000 - $75+,000, dependent on experience

A locally owned insurance agency in Cedar Rapids is seeking an Account Manager to join their team. This role will be primarily focused on Personal Lines, with some Commercial Lines support as well. This is a great opportunity for someone with personal lines experience, a strong customer-focused attitude, and a growth mindset to be part of a well-established and respected independent insurance agency.

The Account Manager is responsible for maintaining high account retention by providing excellent customer service across a primarily Personal Lines book of business, with select Commercial Lines accounts. This role requires strong attention to detail, consistent follow-through, and a consultative approach to coverage. Some inbound sales activity and claims advocacy may also be part of this role.

Essential Job Duties

  • Build and maintain strong, trusted relationships with clients, carriers, and internal team members
  • Receive, document, and process all client service requests, including policy changes, auto ID cards, certificates, and coverage quotes
  • Proactively round out existing accounts by identifying and selling additional personal lines coverages or policies
  • Initiate outbound communication (calls, email, and written correspondence) to conduct annual insurance reviews and recommend coverage updates
  • Quote, review, and sell policies for inbound callers, walk-ins, referrals, and existing clients, following agency and carrier guidelines
  • Provide risk management insight and clear coverage explanations tailored to client needs
  • Support inbound sales opportunities and assist with claims advocacy as needed
  • Maintain accurate documentation and meet agency service, quality, and delivery standards



Education & Experience (Key Qualifications)

  • High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred
  • Active Iowa Property & Casualty insurance license required
  • Minimum of 3 years of Personal Lines insurance experience strongly preferred
  • Experience using Epic agency management software preferred
  • Experience supporting or exposure to Commercial Lines accounts is a plus
  • Prior experience working within an independent insurance agency environment preferred

Benefits & Perks

This organization offers a comprehensive and supportive benefits package designed to recognize and reward its team members, including:

  • Paid Time Off (PTO)
  • Paid holidays
  • 401(k) with company match
  • Company-paid short-term disability, long-term disability, and life insurance
  • Health insurance coverage
  • Professional development opportunities
  • Supportive team environment with long-term growth potential


KSI’s Talent Acquisition Team partners with companies to assist with their hiring needs. All positions are direct-to-hire opportunities with the employer.

Skills Required

  • High school diploma or equivalent
  • Associate's or Bachelor's degree
  • Active Iowa Property and Casualty insurance license
  • At least 3 years of Personal Lines insurance experience
  • Experience using Epic agency management software
  • Experience supporting or exposure to Commercial Lines accounts
  • Experience working within an independent insurance agency
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The Company
5 Employees
Year Founded: 2009

What We Do

Katalyst Systems Impact (KSI) is a team of independent consultants providing a hands-on approach to business growth and leadership development. They offer fractional talent acquisition, financial guidance, and strategic business solutions designed to provide essential structure for entrepreneurs. By utilizing systematic processes and leveraging collective IQ, KSI helps companies align their talent with their vision to grow and exceed expectations.

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